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Carroll Financial Associates’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Carroll Financial Associates’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$405K Buy
4,367
+200
+5% +$18.7K 0.02% 277
2021
Q3 		$393K Sell
4,167
-299
-7% -$28.5K 0.02% 274
2021
Q2 		$424K Sell
4,466
-132
-3% -$12.4K 0.02% 274
2021
Q1 		$427K Sell
4,598
-20
-0.4% -$1.9K 0.03% 268
2020
Q4 		$448K Buy
4,618
+288
+7% +$27.7K 0.03% 253
2020
Q3 		$414K Sell
4,330
-110
-2% -$10.6K 0.03% 239
2020
Q2 		$422K Sell
4,440
-168
-4% -$15.5K 0.04% 241
2020
Q1 		$401K Sell
4,608
-653
-12% -$59.4K 0.04% 220
2019
Q4 		$480K Buy
5,261
+18
+0.3% +$1.64K 0.04% 222
2019
Q3 		$478K Sell
5,243
-181
-3% -$16.4K 0.04% 220
2019
Q2 		$487K Buy
5,424
+5,073
+1,445% +$444K 0.04% 217
2019
Q1 		$30K Buy
351
+170
+94% +$14.4K ﹤0.01% 657
2018
Q4 		$14K Hold
181
– – ﹤0.01% 769
2018
Q3 		$15K Buy
181
+5
+3% +$419 ﹤0.01% 797
2018
Q2 		$14K Sell
176
-135
-43% -$11.3K ﹤0.01% 786
2018
Q1 		$26K Buy
311
+150
+93% +$12.8K ﹤0.01% 607
2017
Q4 		$14K Buy
161
+124
+335% +$10.9K ﹤0.01% 756
2017
Q3 		$3K Hold
37
– – ﹤0.01% 1080
2017
Q2 		$3K Sell
37
-10
-21% -$873 ﹤0.01% 1072
2017
Q1 		$4K Hold
47
– – ﹤0.01% 1025
2016
Q4 		$4K Hold
47
– – ﹤0.01% 985
2016
Q3 		$4K Hold
47
– – ﹤0.01% 1001
2016
Q2 		$4K Hold
47
– – ﹤0.01% 982
2016
Q1 		$4K Hold
47
– – ﹤0.01% 956
2015
Q4 		$3K Hold
47
– – ﹤0.01% 963
2015
Q3 		$4K Buy
+47
New +$3.99K ﹤0.01% 894
2015
Q2 		– Sell
-171
Closed -$15K – 1141
2015
Q1 		$15K Hold
171
– – 0.01% 470
2014
Q4 		$15K Buy
+171
New +$14.8K 0.01% 435

Other funds holding VCIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Carroll Financial Associates's VCIT Position: Q4 2021 in Review

Carroll Financial Associates increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 4.8% in Q4 2021, buying an estimated $18.7K and bringing the position to 4,367 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #277.

Carroll Financial Associates first reported a position in VCIT in Q4 2014 and has held it in 28 quarters since. The position peaked at $487K in Q2 2019. 928 funds tracked by Wall St. Rank hold VCIT as of Q4 2021.

  • Carroll Financial Associates held 4,367 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $405K as of Q4 2021.
  • Carroll Financial Associates bought 200 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2021, an estimated $18.7K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.02% of Carroll Financial Associates's portfolio in Q4 2021, its #277 holding.
  • Carroll Financial Associates first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2014 and has held it in 28 quarters since.
  • Carroll Financial Associates's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $487K in Q2 2019.
  • 928 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.